Patrick Sheppard
Atlantic Retirement & Wealth Advisors · Johns Island, South Carolina
Patrick Sheppard is a fee-only financial advisor at Atlantic Retirement & Wealth Advisors in Johns Island, South Carolina. Patrick focuses on retirement planning and family wealth transfer. Atlantic Retirement & Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Atlantic Retirement & Wealth Advisors |
|---|---|
| Based in | Johns Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $44.9M across 112 accounts |
| SEC registration | Investment adviser representative in MA, NJ, SC, TX · CRD 1779929 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.atlanticretire.com |
| Profile |
How Patrick's firm compares
- Atlantic Retirement & Wealth Advisors's average account is about $401,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Patrick
Is Patrick Sheppard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Atlantic Retirement & Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Atlantic Retirement & Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Sheppard based?
Patrick Sheppard is based in Johns Island, South Carolina.
What does Patrick specialize in?
Patrick's specialties include retirement planning and family wealth transfer. Patrick works with retirees, pre-retirees and multi-generational families.
Is Patrick Sheppard registered with the SEC?
Yes. Patrick Sheppard is registered as an investment adviser representative in MA, NJ, SC and TX (CRD 1779929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlantic Retirement & Wealth Advisors manage?
Atlantic Retirement & Wealth Advisors reports $44.9M across 112 accounts in assets under management.
How do I contact Patrick Sheppard?
Through Patrick's website, www.atlanticretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atlantic Retirement & Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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